Sky Investment Group LLC

Q3 2026 13F-HR Holdings

Location
Hartford, CT
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
265
Total value ($000)
$930,503
Net value change ($000)
+293,560 (46.1%)
New positions
142
Sold out positions
12
Turnover %
22.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 23,509 73.6%
VGSH 17,335 NEW
EXXONMOBIL HOLDINGS CORP 14,440 NEW
AAPL 13,128 116.8%
BRK-B 10,248 135.1%
MTBA 10,142 NEW
NVDA 9,760 17.4%
ABBV 9,735 94.9%
GOOGL 7,090 20.4%
SPY 7,065 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -10,785 -100.0%
NSRGY -5,883 -100.0%
SHELL PLC - ADR -2,566 -100.0%
HON -2,496 -100.0%
LIN -1,344 -8.9%
AXP -1,249 -7.8%
OKE -1,125 -100.0%
HD -1,055 -13.9%
TXN -934 -7.4%
PNC -850 -10.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type